Finding the right people for your organization is a challenge, but once you do, how do you make sure they’re living up to their potential, and how do they embrace the expectations that you set for them? On today’s episode, Jamie talks through ground rules for your team for not only what could get them fired but the framework for moving forward in their career. She’ll also share why you need to take a deep look into the investment that you’re making outside of surge to those who are most important in your life.

Recommended Podcast

Strategic Client Onboarding and Enhancing Tax-Related Value

Structured onboarding and tax planning strategies.

See More

Creating Value Adds from the Tax Return

Maximize tax season value with surge periods and collaboration.

See More

Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]

Structuring your client onboarding process.

See More

Contact Us